Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Friday April 1, 2022. 

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

March Madness And Steady Course

If you have paid any attention to financial markets these days, you should have felt its ‘March madness’: a month that saw S&P 500 corrected more than 12% since the beginning of the year and now it has started to recover rapidly: 

SPY (S&P 500 index ETF) has recovered almost 10% from its March 8th low. 

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